6 worked West Kelowna case studies — the position a client typically comes to us with, what we do, and what it is worth. Each is an illustrative example built on the rules that apply to West Kelowna and its provincial tax regime, not a specific client's file.
Case Study 1 · Deadline rescue
11-Week Turnaround Beat The Deadline And Saved $55,000 — Heritage-Home Bed and Breakfast, West Kelowna
Client: A heritage-home bed and breakfast that hosts small weddings. Where: West Kelowna, British Columbia. Engagement: 11 weeks, fixed fee.
Late-filing penalty avoided$55,000
Filed with15 days to spare
Next yearPapers ready
Case 1: the situation
A heritage-home bed and breakfast that hosts small weddings in West Kelowna, British Columbia was weeks away from the deadline for its BC tax and accounting file. Behind that sat sector-specific exposure the previous accountant had not seen before. The exposure if the date slipped was around $55,000.
Case 1: what we did
We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. The filing went in complete rather than provisional, so there was no amended return to follow.
Case 1: the result
Filed with 15 days to spare. $55,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 2 · Objection and relief
Notice Of Objection Allowed In Full, $56,000 Reversed — Esports Organisation, West Kelowna
Client: An esports organisation. Where: West Kelowna, British Columbia. Engagement: 8 weeks, fixed fee.
Amount reversed$56,000
ObjectionAllowed in full
Account balanceNil
Case 2: the situation
An esports organisation in West Kelowna, British Columbia had been reassessed for $56,000. 12 days were left on the objection deadline. The reassessment rested on a provincial payroll levy that had never been registered for or remitted.
Case 2: what we did
We filed the objection inside the deadline with a complete submission rather than a placeholder. Alongside it, we assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return.
Case 2: the result
The appeals officer allowed the objection in full. $56,000 was reversed and the account returned to a nil balance.
Case Study 3 · Structure rebuilt
Holding Structure Added, $65,000 Saved Annually — Custom Software Development Shop, West Kelowna
Client: A custom software development shop. Where: West Kelowna, British Columbia. Engagement: 6 weeks, fixed fee.
Annual saving$65,000
ReorganisationTax-neutral
StructureMatches operations
Case 3: the situation
The structure at a custom software development shop in West Kelowna, British Columbia needed fixing. The file was carrying input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. Every option for fixing it ran through a reorganisation that had to be done without triggering tax.
Case 3: what we did
We worked with the client's lawyer. Together, we registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. We also prepared the elections, resolutions and valuations the structure needed to stand up.
Case 3: the result
The structure now matches the business. Annual saving of $65,000, and the reorganisation itself was tax-neutral.
Case Study 4 · Backlog brought current
$30,500 Of Arbitrary Assessments Vacated After 7 Years — Seasonal Cabin Motel, West Kelowna
Client: A seasonal motel with a row of housekeeping cabins. Where: West Kelowna, British Columbia. Engagement: 5 weeks, fixed fee.
Arbitrary tax vacated$30,500
Years brought current7
Account statusCurrent
Case 4: the situation
7 years of unfiled returns had turned into notional assessments at a seasonal motel with a row of housekeeping cabins in West Kelowna, British Columbia. Underneath lay provincial sales tax collected but never remitted on the separate BC return. Collections had already started.
Case 4: what we did
We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. We then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly.
Case 4: the result
All 7 years were accepted as filed. $30,500 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 7 years.
Case Study 5 · Sale and succession
Share Sale Restructured, $275,000 Less Tax On Closing — Sports Academy, West Kelowna
Client: A sports academy. Where: West Kelowna, British Columbia. Engagement: 4 weeks, fixed fee.
Tax saved on closing$275,000
PriceAs agreed
Post-closing adjustmentsNone
Case 5: the situation
A sports academy in West Kelowna, British Columbia was preparing to sell. Due diligence surfaced a single shareholder holding every share, with no room to multiply the exemption. That would have reduced the price or killed the deal outright.
Case 5: what we did
We cleaned up the historical file. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns. Then we prepared the due-diligence package the buyer's advisers actually asked for.
Case 5: the result
The deal closed at the agreed price. $275,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 6 · Missed incentive claimed
Incentive Review Recovered $11,000 Across 6 Open Years — Condo Corporation Manager, West Kelowna
Client: A condo corporation manager. Where: West Kelowna, British Columbia. Engagement: 6 weeks, fixed fee.
Recovered$11,000
Open years claimed6
Ongoing trackingIn place
Case 6: the situation
An incentive review at a condo corporation manager in West Kelowna, British Columbia started from a simple question: what has never been claimed? The answer ran to 6 years. It was driven by BC Small Business Venture Capital Tax Credit eligibility that had never been assessed.
Case 6: what we did
We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. We documented eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
Case 6: the result
The credits produced $11,000 across the open years. The tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Reviewed by Udit Gupta, Founder and Tax Accountant for the 2025 tax year. These case studies are illustrative worked examples composed from the CRA rules that apply to this type of work, not specific client files; figures are representative and outcomes depend on your own facts.
